JPMorgan analyst Harlan Sur says Broadcom's TPU v9 chip program for Google remains on schedule for 2028 production despite recent market concerns about delays. Broadcom has already qualified its earlier TPU v8i chip and is ramping production this quarter, positioning the company ahead of Google's internal rival chip effort by an estimated 18 months.
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JPMorgan analyst Harlan Sur pushed back against market concerns that Broadcom's TPU v9 2nm chip project—a next-generation AI accelerator for Google—has hit serious delays. Sur stated the program remains firmly on schedule for a 2028 production ramp with no delays or cancellations confirmed.
Why it matters
Broadcom has already completed the initial IP design phase in the first half of 2025 and moved into full system-on-chip design in the second half. The company's earlier TPU v8i 3nm chip received full qualification from Google by mid-2025 and is set to begin production ramping this quarter, giving Broadcom what the analyst describes as an 18-month head start over Google's internal chip team working on the rival Zebrafish TPU v8t program.
What to watch
The TPU v9 chip features four compute dies, 16 High Bandwidth Memory stacks, and 400Gbps SERDES, designed to handle the enormous data demands of next-generation AI workloads. Sur reiterated an Overweight rating and a $580 price target on Broadcom Inc.
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